Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$700K Sell
2025
Q2
$1.76M Buy
2024
Q2
Sell
2024
Q1
$718K Buy
2023
Q4
$700K Buy
2022
Q2
Sell
2022
Q1
$1.6M Buy
2021
Q4
$1.54M Buy
2021
Q3
$1.2M Buy
2021
Q2
$978K Sell
2021
Q1
$1.17M Buy
2020
Q4
$1.16M Sell
2020
Q3
$862K Buy
2019
Q4
Sell
2019
Q3
$198K Buy
2019
Q2
$184K Sell
2019
Q1
$1.76M Buy
2018
Q4
$133K Buy
2018
Q3
Hold